Gratus Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Gratus Wealth Advisors’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	2,046 +22	+1%	+$13.5K	0.15%	55
2026 Q1	$1.16M	Buy	2,024 +159	+9%	+$102K	0.17%	53
2025 Q4	$1.23M	Buy	1,865 +639	+52%	+$427K	0.17%	53
2025 Q3	$900K	Sell	1,226 -11	-0.9%	-$8.19K	0.13%	65
2025 Q2	$913K	Sell	1,237 -2	-0.2%	-$1.24K	0.14%	64
2025 Q1	$714K	Buy	1,239 +20	+2%	+$12.9K	0.12%	76
2024 Q4	$714K	Sell	1,219 -1	-0.1%	-$587	0.11%	74
2024 Q3	$713K	Buy	+1,220	New	+$628K	0.12%	80

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Gratus Wealth Advisors's META Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,046 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #55.

Gratus Wealth Advisors first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

Gratus Wealth Advisors held 2,046 shares of Meta Platforms (Facebook) worth $1.15M as of Q2 2026.
Gratus Wealth Advisors bought 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
Meta Platforms (Facebook) made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Gratus Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Gratus Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.23M in Q4 2025.
2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.